Creekmur Asset Management LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $292 Billion distributed in 1563 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Td Viii Ft Cboe Ve with a value of $19.7B, First Tr Exc Trd Fd Viii Ft Cb with a value of $19.2B, Spdr Bloomberg 1 3 Month T Bil with a value of $19.2B, First Tr Ex Tr Fd Viii Ft Cboe with a value of $18.3B, and Ishares Core S&P 500 ETF with a value of $17.5B.

Examining the 13F form we can see an decrease of $29.3B in the current position value, from $322B to 292B. Also it can be appreciated an additional of 124 stocks purchases and 13 closed positions.

Creekmur Asset Management LLC is based out at Morton, IL

Below you can find more details about Creekmur Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $292 Billion
ETFs: $204 Billion
Technology: $28.4 Billion
Industrials: $13.3 Billion
Energy: $7.78 Billion
Financial Services: $6.73 Billion
Consumer Cyclical: $5.63 Billion
Basic Materials: $4.8 Billion
Healthcare: $4.29 Billion
Other: $9.66 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,563
  • Current Value $292 Billion
  • Prior Value $322 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 124 stocks
  • Additional Purchases 165 stocks
  • Sold out of 13 stocks
  • Reduced holdings in 378 stocks
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